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State Street SPDR Bloomberg Convertible Securities ETF

522 hedge funds and large institutions have $2.53B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

3% more funds holding

Funds holding: 507522 (+15)

14.54% less ownership

Funds ownership: 67.08%52.54% (-15%)

18% less capital invested

Capital invested by funds: $3.09B → $2.53B (-$563M)

24% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 198

88% less call options, than puts

Call options by funds: $339K | Put options by funds: $2.92M

Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
6.43%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.34%
New
65
Increased
151
Reduced
198
Closed
38
Calls
$339K
Puts
$2.92M
Net Calls
-$2.58M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$1.83M +$105K +1,124 +6%
PCM
152
Prelude Capital Management
New York
$1.82M +$1.86M +19,940 New
AA
153
Advisory Alpha
Michigan
$1.82M -$49.9K -534 -3%
First Trust Advisors
154
First Trust Advisors
Illinois
$1.82M +$1.85M +19,867 New
RSS
155
Rosenblum Silverman Sutton
California
$1.8M -$9.34K -100 -0.5%
SFP
156
Strategic Financial Partners
Oregon
$1.76M +$1.07M +11,513 +148%
CFO
157
CVA Family Office
Colorado
$1.76M -$4.2K -45 -0.2%
CCT
158
Capital City Trust
Florida
$1.74M
OWA
159
Octavia Wealth Advisors
Ohio
$1.74M -$197K -2,112 -10%
SBWIC
160
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.72M
CCFM
161
Clear Creek Financial Management
Washington
$1.69M +$106K +1,132 +7%
MOS
162
MGO One Seven
Ohio
$1.65M -$18.2K -195 -1%
MWM
163
Manske Wealth Management
Texas
$1.61M -$14.6K -156 -0.9%
IFG
164
Independent Financial Group
California
$1.6M -$12.1K -130 -0.7%
IAA
165
Independent Advisor Alliance
North Carolina
$1.58M +$1.61M +17,271 New
NEPWA
166
New England Private Wealth Advisors
Massachusetts
$1.58M +$13.9K +149 +0.9%
IP
167
Ignite Planners
California
$1.57M +$75.4K +808 +5%
HAG
168
HighPoint Advisor Group
Illinois
$1.57M -$11.9K -127 -0.7%
FA
169
Flagstar Advisors
New York
$1.55M +$34.5K +370 +2%
WTC
170
WhitTier Trust Company
Nevada
$1.54M -$121K -1,300 -7%
ATI
171
ARK & TLK Investments
Oklahoma
$1.51M
WIA
172
World Investment Advisors
California
$1.46M -$4.24M -45,407 -74%
FF
173
Farrell Financial
New York
$1.43M +$30.2K +324 +2%
JWCA
174
J.W. Cole Advisors
Florida
$1.43M -$1.85M -19,818 -56%
OAG
175
Oakmont Advisory Group
New Mexico
$1.41M +$174K +1,860 +14%